SEC Form 13F
| Report period | 2025-06-30 |
|---|---|
| Publicly available | 2025-08-06 |
| Reported value | $162,314,247 |
| Positions | 78 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $27,110,550 | 149,172 |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $12,277,957 | 43,876 |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $11,956,553 | 58,419 |
| SCHWAB STRATEGIC TR | FNDE | FUNDAMENTAL EMER | $9,128,741 | 276,545 |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $7,557,583 | 132,566 |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $5,749,089 | 8,668 |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $4,765,702 | 64,725 |
| SCHWAB STRATEGIC TR | FNDA | FUNDAMENTAL US S | $4,645,421 | 162,144 |
| ISHARES TR | IJH | CORE S&P MCP ETF | $4,369,620 | 70,455 |
| VANGUARD ADMIRAL FDS INC | VIOO | SMLLCP 600 IDX | $4,292,494 | 42,403 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.